Position Overview
ICANotes is seeking a Senior FP&A Analyst to join our finance team. In this high-impact role, you will serve as a strategic business partner to cross-functional leaders, delivering financial insights and forward-looking analyses that power confident decision-making. You'll own core FP&A functions across budgeting, forecasting, and revenue analytics while developing the models, narratives, and frameworks that translate complex data into clear, actionable intelligence.
Key Responsibilities
Financial Planning & Reporting
Lead preparation of annual budgets, quarterly forecasts, and rolling financial projections
Perform in-depth variance analysis, identifying root causes and recommending counter measures to leadership
Develop and maintain financial models that reflect underlying business drivers
Revenue & SaaS Analytics
Conduct retention, cohort tracking, and churn analysis to surface trends and inform strategic decisions
Analyze user expansion and contraction metrics to support growth initiatives
Develop forward-looking insights into key revenue and business metrics
Maintain understanding of revenue recognition principles (ASC 606) as they relate to financial reporting
Business Partnership & Ad Hoc Analysis
Act as a trusted business partner to cross-functional teams, gathering inputs, validating assumptions, and ensuring models reflect true business dynamics
Support ad hoc scenario analysis, sales pipeline reviews, pricing studies, and margin analyses
Partner with sales leadership on quota planning and go-to-market financial support
Frame analyses with potential counter measures that enable leadership to make informed, timely decisions
Communication & Storytelling
Translate complex financial data into clear narratives that resonate with both financial and non-financial audiences
Prepare and present materials to senior stakeholders with clarity and confidence
Build presentations and reports that distill key takeaways without sacrificing analytical rigor
Qualifications
Required
3–5 years of FP&A experience, ideally within a SaaS or technology company
Bachelor's degree in accounting, Finance, or a related field
Expert-level proficiency in Microsoft Excel, including advanced modeling, dynamic formulas, and scenario analysis
Strong analytical and problem-solving skills with a proven ability to build and maintain complex financial models
Working knowledge of revenue recognition standards (ASC 606)
Experience with sales quota planning and go-to-market financial processes
Clear, confident communicator with demonstrated experience presenting to senior stakeholders
Ability to manage multiple priorities, work cross-functionally, and thrive in a fast-paced environment
Preferred
Experience using AI tools to automate financial processes and improve efficiency
Familiarity with SaaS metrics frameworks (ARR, GRR/NRR, LTV, CAC, etc.)
Experience with BI or FP&A platforms (e.g., Tableau, Power BI, Adaptive Insights, Anaplan)
Candidates must be authorized to work in the United States on a full-time basis for any employer without restriction. Applicants must be located in the Eastern Time Zone; candidates based in New Jersey or Maryland are preferred. Visa sponsorship is not available for this position.
Benefits for full-time domestic employees
Healthcare (medical, dental, vision)- company pays for up to 75% of health insurance for both employee and dependents - some plans with HSA options
Basic term and optional term life insurance
Short-term disability (paid for by the company) and long-term disability
401(k) and employer-matched retirement plan
Note: This job description is not intended to be all-inclusive. Staff member may perform other related duties as negotiated to meet the ongoing needs of the organization.